Recent Articles Published by Ketan Thakkar
Rare Earth Export Curbs from China ‘Nuanced, Not Alarming': Mahindra's Rajesh Jejurikar
Rare Earth Export Curbs from China ‘Nuanced, Not Alarming': Mahindra's Rajesh Jejurikar

By Shahkar Abidi and Ketan Thakkar calendar05 May 2025

According to Jejurikar, the Chinese government's intention is not to block rare metal usage but to track their destina...

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Mahindra Logistics Eyes Threefold Revenue Growth by FY30 Amid Leadership Change
Mahindra Logistics Eyes Threefold Revenue Growth by FY30 Amid Leadership Change

By Shahkar Abidi and Ketan Thakkar calendar05 May 2025

In its Q4FY25 investor presentation, Mahindra Logistics stated its goal to become a ₹10,000 crore logistics service pr...

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Mahindra's Truck & Bus Ambition: $3 Billion Valuation
Mahindra's Truck & Bus Ambition: $3 Billion Valuation

By Shahkar Abidi and Ketan Thakkar calendar05 May 2025

With current market share hovering around 3%, M&M is targeting a fourfold increase to 10–12% by FY2031.

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Mahindra Last Mile Mobility Eyes 2–3x EV Growth by 2030 
Mahindra Last Mile Mobility Eyes 2–3x EV Growth by 2030 

By Shahkar Abidi and Ketan Thakkar calendar05 May 2025

With volumes already up several fold in the past five years, Mahindra Last Mile Mobility eyes another 2–3x leap in ele...

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M&M Sees its SUV Sales up by Double Digits in FY26, Tractor Industry Growth in High Single Digits
M&M Sees its SUV Sales up by Double Digits in FY26, Tractor Industry Growth in High Single Digits

By Darshan Nakhwa, Shahkar Abidi, and Ketan Thakkar calendar05 May 2025

The company, while acknowledging ongoing pressure on urban demand, expects a recovery in the second half of the fiscal...

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Mahindra Races to EV Revenue Leadership Within 4 Months of Electric Origin SUV Launch
Mahindra Races to EV Revenue Leadership Within 4 Months of Electric Origin SUV Launch

By Shahkar Abidi and Ketan Thakkar calendar05 May 2025

Mahindra bets on value over volume, grabs EV revenue leadership within weeks of launch.

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M&M Eyes 1 Million Unit Capacity, New Greenfield Plant by FY28 to Power SUV and EV Ambitions
M&M Eyes 1 Million Unit Capacity, New Greenfield Plant by FY28 to Power SUV and EV Ambitions

By Ketan Thakkar and Shahkar Abidi calendar05 May 2025

The automaker aims to cross one-million-unit capacity with aggressive ramp-up and greenfield expansion by FY28, bringi...

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CVs in FY25: On The Slow Road To Recovery
CVs in FY25: On The Slow Road To Recovery

autherShahkar Abidi calendar03 May 2025

The commercial vehicle sector witnessed a mixed performance in FY25, led by buses with a 15% growth, and declines in b...

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Explainer: The Missing Inventory at Ramkrishna Forgings, and its Significance
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Explainer: The Missing Inventory at Ramkrishna Forgings, and its Significance

autherShahkar Abidi calendar02 May 2025

Ramkrishna Forgings faces scrutiny after uncovering inventory discrepancies during its annual audit, prompting an exte...

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Driving Synergy: How SML Isuzu Will Accelerate Mahindra’s CV Ambitions
Driving Synergy: How SML Isuzu Will Accelerate Mahindra’s CV Ambitions

By Shahkar Abidi & Ketan Thakkar calendar28 Apr 2025

Strategic acquisition strengthens Mahindra’s CV play with expanded reach in LCVs, buses, and upcoming electric platfor...

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Has the US-Iran war given a structural boost to EV adoption in India?

Has the US-Iran war given a structural boost to EV adoption in India?

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